One of the biggest issues that I witnessed growing up was the lack of good financial information. Finances was not a subject that they taught when I was going through school. With that lack of knowledge, I've seen many people make bad financial decisions that cost them a lot of money. Sometimes even their retirement.
So, I decided that I would help educate people, and businesses, on how they can build and protect their wealth by getting a deep knowledge of my clients’ goals, aspirations and personal vision which will allow me to co- design with them a personalized, unbiased and holistic financial strategy for them to achieve, preserve and protect their family lifestyle. This is done with the highest level of professionalism, Ethic standards and personal commitment.
I am a goal-driven person who wants to see every individual succeed. I want to leave a positive impact on people's lives, and help them in any way possible. One of my favorite quotes is "Be the change you wish to see in the world. " Therefore, there will never be a day that goes by without seeking opportunities to assist others with their financial needs, goals, and aspiration.
If you think that I could be of service to you and your business, please do not hesitate to start a conversation!
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.